See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,797 | $95,862-29.3% | $79,550-14.8% | $134,475-49.6% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -16.12% | -2.69%-13.4pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,106 | $3,128-64.6% | $2,413-54.1% | $4,740-76.7% |
| Participant deferral / active EE | $5,574 | $4,693+18.8% | $3,985+39.9% | $6,400-12.9% |
| Admin fee / account holder | $238 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |